but this was really nothing in there that is new news or is market-moving news. if you kind of go through the topics he's covered in the sectors they would affect, the minimum wage, you would think maybe walmart or mcdonald's might trade down because of the news. i think everyone expects that the republicans will block it. they'll discuss it, it -- you know, it was just kind of thrown out there. >> to me that may be the bigger issue. we've been living in this -- the past couple of months have been, feels goldilocks, right? despite we've had some things come off here and there. but a little goldilocks. that's in part, i think, a function of the fact that we haven't been talking about politics. if feels like politics is off the table. the question is, when you hear a speech like that, do you think to yourself, washington has more gridlock than ever, that people are going to come together, i mean, then -- and i put that only in the perspective of people like jamie dimon say if we ever get a grand bargain, boy, we off to the races. you hear things like that, you don't think we're going to the races quickly. >> i didn't get that feeling.